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PFG vs FOXA

Comparison between Principal Financial Group Inc (PFG, Company) and Fox Corporation - Class A (FOXA, Company).

PFG is from the Financial Services sector, while FOXA is from the Communication Services sector.

5-Year PerformancePFG has outperformed FOXA, delivering a return of +16.3% compared to +12.6%

PFG vs FOXA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
PFG
$25B
Winner
FOXA
$25B
Max Drawdown
PFG
91.69%
Winner
FOXA
51.56%
Sharpe Ratio
Winner
PFG
2.01
FOXA
0.44
5Y Beta
PFG
0.97
Winner
FOXA
0.58
Industry
PFG
Asset Management
FOXA
Entertainment
P/E Ratio
Winner
PFG
16.11
FOXA
18.77
Forward P/E
Winner
PFG
9.39
FOXA
10.26
PEG Ratio
Winner
PFG
0.33
FOXA
25.65
Dividend Yield
Winner
PFG
2.77%
FOXA
0.95%
5Y Dividends CAGR
PFG
18.65%
Winner
FOXA
29.26%
5Y EPS CAGR
PFG
3.72%
FOXA
N/A
Debt to Equity
Winner
PFG
33.40%
FOXA
60.22%
Free Cash Flow Yield
Winner
PFG
15.07%
FOXA
8.59%
P/S Ratio
PFG
1.57
Winner
FOXA
1.52
P/B Ratio
Winner
PFG
2.03
FOXA
2.23

PFG vs FOXA - Historical Returns

Returns include dividend reinvestment.

1M
PFG
+2.54%
Winner
FOXA
+10.60%
3M
Winner
PFG
+14.55%
FOXA
-0.68%
6M
Winner
PFG
+20.59%
FOXA
-4.16%
1Y
Winner
PFG
+55.71%
FOXA
+15.08%
5Y(CAGR)
Winner
PFG
+16.29%
FOXA
+12.55%
10Y(CAGR)
PFG
+13.50%
FOXA
N/A
Max(CAGR)
Winner
PFG
+10.05%
FOXA
+8.22%

PFG vs FOXA - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPFGFOXA
2026+31.27%-15.83%
2025+18.35%+50.57%
2024+1.32%+63.16%
2023-2.65%-0.50%
2022+18.61%-18.25%
2021+55.49%+29.64%
2020-6.29%-20.20%
2019+29.23%-1.16%
2018-34.82%N/A
2017+23.96%N/A
2016+35.95%N/A
2015-10.53%N/A
2014+9.56%N/A
2013+73.71%N/A
2012+16.26%N/A
2011-24.66%N/A
2010+32.83%N/A
2009+3.84%N/A
2008-65.93%N/A
2007+17.59%N/A
2006+24.67%N/A
2005+18.46%N/A
2004+26.09%N/A
2003+9.71%N/A
2002+27.56%N/A
2001+14.29%N/A

PFG vs FOXA Drawdown Comparison

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The maximum drawdown for FOXA was -50.55%, occurring on Mar 23, 2020. Recovery took 497 trading sessions.

The current FOXA drawdown is -18.43%.

RankPFGFOXA
#1-91.47%
Dec 24, 2007 - Nov 10, 2016
-50.55%
Mar 15, 2019 - Mar 5, 2021
#2-64.71%
Jan 26, 2018 - May 5, 2021
-35.59%
Jan 6, 2026 - Jun 23, 2026
#3-29.31%
Nov 11, 2022 - Oct 11, 2024
-35.13%
Feb 10, 2022 - Sep 24, 2024
#4-26.00%
Jun 28, 2002 - Dec 23, 2002
-21.55%
Mar 16, 2021 - Feb 10, 2022
#5-22.42%
Oct 17, 2024 - Dec 5, 2025
-18.21%
Feb 24, 2025 - Aug 13, 2025
#6-21.12%
Feb 9, 2022 - Aug 12, 2022
-9.61%
Sep 30, 2025 - Oct 30, 2025
#7-17.66%
Apr 27, 2007 - Oct 1, 2007
-8.47%
Sep 8, 2025 - Sep 29, 2025
#8-16.25%
Dec 23, 2002 - May 15, 2003
-4.42%
Nov 14, 2024 - Dec 17, 2024
#9-13.46%
Jan 28, 2002 - Apr 4, 2002
-4.21%
Mar 8, 2021 - Mar 12, 2021
#10-12.59%
Feb 17, 2004 - Oct 4, 2004
-4.18%
Dec 24, 2024 - Jan 27, 2025
#11-11.96%
Feb 26, 2026 - Apr 22, 2026
-3.87%
Aug 14, 2025 - Sep 2, 2025
#12-11.61%
Feb 7, 2005 - Jun 27, 2005
-3.61%
Nov 12, 2025 - Dec 4, 2025
#13-11.55%
Jun 16, 2003 - Dec 2, 2003
-3.39%
Feb 4, 2025 - Feb 12, 2025
#14-10.65%
May 17, 2021 - Aug 11, 2021
-2.89%
Oct 30, 2025 - Nov 6, 2025
#15-10.58%
Sep 12, 2022 - Oct 18, 2022
-2.32%
Sep 30, 2024 - Oct 17, 2024

Correlation

Correlation between PFG and FOXA is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2002 - 2026)

PFG vs FOXA dividend yield comparison.

YearPFGFOXA
20261.40%0.45%
20253.49%0.75%
20243.68%1.09%
20233.30%1.72%
20223.05%1.61%
20213.37%1.27%
20204.52%1.58%
20193.96%1.24%
20184.75%0.00%
20172.65%0.00%
20162.78%0.00%
20153.33%0.00%
20142.46%0.00%
20131.99%0.00%
20122.73%0.00%
20112.85%0.00%
20101.69%0.00%
20092.08%0.00%
20081.99%0.00%
20071.31%0.00%
20061.36%0.00%
20051.37%0.00%
20041.34%0.00%
20031.36%0.00%
20020.83%0.00%

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